Using activity stream within playbook

Use activity stream within playbook to add comments or notes, and view communication and task history for the parent or associated record.

Activities may contain a button, icon, or dropdown item to view a record’s activity stream.

Playbook activity stream examples

To open the activity stream within playbook, click the View activity button or select View History from the dropdown list.

Figure 1. Activity stream button

Figure 2. Activity stream dropdown

Activity stream modal

You can see tabs for comments and work notes related to a parent or associated record. You can use the Compose text box to post new comments or work notes.

You can view previous activity by scrolling down to the Activity section.